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LMCTX vs MVCAX
LMCTX vs MVCAX Comparison
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LMCTX vs MVCAX Comparison Chart in %
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LMCTX vs. MVCAX commentary
Jun 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMCTX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. LMCTX (1.17B). MVCAX pays higher dividends than LMCTX: MVCAX (1.16) vs LMCTX (0.62). LMCTX was incepted earlier than MVCAX: LMCTX (11 years) vs MVCAX (25 years). MVCAX (0.98) is less costly to investors than LMCTX (0.76). LMCTX is a more actively managed with annual turnover of: 45.00 vs. MVCAX (24.00). LMCTX has a lower initial minimum investment than MVCAX: LMCTX (0) vs MVCAX (1000). LMCTX annual gain was more profitable for investors over the last year : 14.38 vs. MVCAX (9.57). MVCAX (9.01) and LMCTX (8.90) have equivalent 5 years return.
| LMCTX | MVCAX | LMCTX / MVCAX | |
| Total Expense Ratio | 0.76 | 0.97 | 78% |
| Annual Report Gross Expense Ratio | 0.76 | 0.98 | 78% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 9.558 | 7.715 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 16.8B | 7% |
| Annual Yield % from dividends | 0.62 | 1.16 | 53% |
| Returns for 1 year | 14.38 | 9.57 | 150% |
| Returns for 3 years | 31.69 | 21.83 | 145% |
| Returns for 5 years | 8.90 | 9.01 | 99% |
| Returns for 10 years | 50.64 | 76.09 | 67% |
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